-60.2%
Z vs PTEN
+75.7%
-135.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +2.4% |
| 7D | -13.1% | -2.2% | -10.9% | -13.5% |
| 30D | +5.9% | -8.0% | +13.9% | +4.3% |
| 3M | -13.7% | -5.0% | -8.6% | -14.4% |
| 6M | -27.1% | -10.6% | -16.5% | -26.8% |
| YTD | -56.8% | +75.5% | -132.3% | -59.8% |
| 1Y | -60.2% | +70.2% | -130.4% | -62.7% |
| All | -60.2% | +75.7% | -135.9% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling